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: the backbone of this nation's economy. still hurting or recovering? a first-hand take with robb hilson in minutes. adam: how much did the pilot experience have to do with the crash in san francisco? the new push to reveal pilot records and reviews to the fine public. lauren: the muslim brotherhood rejecting plans for a new objective. cutting back financial aid to the troubled nation. adam: we want to check in with nicole petallides. nicole: so far, so good. here we are sitting at 15,307. we are looking out five of the six trading days. it shows you that the run has been a good one. the tech heavy nasdaq, the tech really glad yesterday. a couple of pieces of news that we did get, talking about customers being a little more scarce than they had hoped, we saw the imf cut its global gdp forecast. they are saddling it. whether or not they may be looking at fedex. adam: thank you very much. see you in 15 minutes. the fdic is proposing a raise to the bank leverage ratio to 5%. that is higher than that 3% level required. they all have a 6% leverage ratio. these rules go into a fact in 18. laur
strong. the economy just is not expanding that rapidly. the tapering thing from the fed just does not make a lot of sense. businesses are not expanding. dagen: it would take a significantly stronger economy. longer-term interest rates go up, that could offset that loan growth. >> it could offset some mortgage activities. a much stronger economy, people will borrow anyway. the other thing that we did not see in earnings with these companies is the fact that security books got hit pretty hard. jpmorgan got hit pretty hard on margins. they took a conservative route. from an earnings perspective, you know, it was good enough. people were not expecting anything heroic. the stocks are up today. dagen: looking at the financial category, it has performed quite well this year. it is up about 24% so far this year. to that point, do you take money off the table with some of these names. assuming that there is no great catalyst for growth. >> absolutely. i think it is a stock pickers environment. it has not been a stock pickers environment this year. giant securities portfolios, earnings will
think they said this all along but where the metrics they're watching to figure out is the economy the nef? i think we he basically has said the economy is doing better but we still need some help and we are here to help. lori: sell at what point in time lead to expect investors to stop expecting the support the fed has been giving the last couple of years? >> what we will be to see is better nominal gdp. real growth plus inflation. they are trying to get more nominal growth supported by the baby of japan and the ecp be. we just need a little more growth from the economy then they will switch from the p/e improvement then just to earnings improvement. lori: the second quarter earnings season is mediocre at best. will there be a drop-off? >> we saw in the first quarter mediocre earnings disappointing revenue growth expectations have been pushed out and we will exceed them but what will topline growth looks like? from the overseas the economy these are headwinds. it is an okay earnings quarter. lori: and u.s. equities nurses overseas? >> the momentum for economic growth and the degre
fixed the economy and had people eating and had jobs, we wouldn't be having this conversation, but because he is a strict islamist and gooned the economy, now he's dealing with the aftermath. connell: even though he was elected, another part of the discussion, but, again, more than 50 dead today, and we'll have more on this as it develops as well. captain nash, good to talk to you, thanks for coming on. >> you bet. dagen: u.s. companies turning more and more to temporary workers to fill job. what's that mean for the future of the country? con cop we'll talk about it, and the second richest man in the world, by the way, behind bill gates, is writing a big check for shazam? details ahead. ♪ [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ]'ll bust your brain box. ♪ all onhinkorswim from td ameritrade. ♪ [ villain ] well mr. baldwin... it appears our journey has come to a delightful end. then i better us
is keeping our economy afloat. brian wesbury is a bowl. i apologize for her. it is not the fed. that is what is driving the market. you have been able for a long time. >> when i go back to 2009, connell, there are lots of people who believe this quantitative easing. people call it a sugar high. it is all just sort of a fake rally. if you look at price to earnings ratios in the stock market, that would be the price of the stock relative to its earnings. they are no higher today. they are lower today than they were before quantitative easing started. connell: you would make the case that stocks are cheap. i saw some writing that you use a model doing that. it would be 4.5% when you model. work it. >> we want to own a company because it will make money. what is a dollars worth of profit? we have always believed, and i believe still, that the bond market is in a bubble. when we run our stock models, here is what earnings will be and we will discount them with a much higher ten year treasury yield. we are putting in 4.5%. it is telling us that the market is 35% undervalued today. interest rates c
in the attacks. adam: gene sperling will join us this hour. why that will boost the economy and cut the deficit. adam: we are guessing that lou dobbs has a little to say about this. adam: walmart is threatening to walk. possibly canceling plans to build in the nations capital. lori: let's head to the floor of the new york stock exchange. market turning down here as we wait for the feds minute release. even if it were to post again today and be higher than yesterday, it is another record-setting day. we are watching oil which is a key story today. i am watching hewlett-packard very closely. this was a real ladder last year. the analysts are doing 180s as well. citigroup now put a buy rating on hewlett-packard. this comes on the heels of green yesterday. this is why they are turning around. adam: thank you very much. breaking news. crude oil. phil flynn of price futures group is in the trading pits of this cme. >> i would call it a stunning drop in supplies. not only do you have the heating of tensions in the middle east and you have surging demand in the united states. everybody thought in ameri
america's economy. connell: what happens in the book could happen in real life. >> this is about russians creating a virus:by the iranians and used by hackers to shut down america's power grid. it is interesting, this country needs to be concerned about these things, this is very real. dagen: let's shift gears a little bit. north dakota, when we sat down, in terms of what else the country can do to beef up other natural gas in this country, what do you think the it ministration needs to do? >> we are doing a lot. the biggest oil play in the planet and we are producing more oil, more natural gas. this is transformational, this is unbelievably good news and -- dagen: you said that environmentalists too. >> i was also the one that offered the amendment in the senate energy committee to open part of the eastern gulf of mexico. we can produce more and should and we need to do more in renewable energy and other areas. no one should mistake that this natural gas boom and oil boom is good news for this country and a lot of ways. that will make manufacturing less-expensive. dagen: get tough with i
? >> that egypt stays alive creating an economy to recover and, finally, follow the money. dagen: always. connell: and the money coming in. kt, thank you. dagen: kt, thank you so much. connell: going to the markets now. forget about everything else right now, and pay attention to china. remember a few weeks ago, there was a selloff when china central bank indicated they might pull back on stimulus? well, the chinese ben bernanke, the guy named jao shook it up, he really shook up the world markets. dagen: that's right. there's new information out, new numbers, that basically backed the central bank in a corner, if you will. we have more. jo? >> the data came out underlines the fact the chinese economy is slowing down. the inflation rate rose from back in may, and look at this. we see a rise in inflation year over year, and this has investors looking squarely at the second quarter numbers released monday. consensus expectations are for growth of 7.5% year over year, and that would be the slowest rate in 23 years for china and the second consecutive quarter of decline. now, asian markets still close
competition and they are seeing slower industrial growth in the u.s. economy and that language puts a damper on things. it is the economic bellwether and also fedex. they have been much of the same way and consumers are choosing cheaper ways with the less expensive way that is why we see both down arrows on both names. adam: now to phil flynn to check on the commodities. >> multiple refinery issues and despite the fact we have seen record production they have been caught but the major refinery they went down those were supposed to make up for the difference that we lost the other refineries. now getting breaking word right now that both refineries may restart phillips '66 has restarted but the reason why this is so critical why they have been flatfooted. and it was just a panic by. so we see that right now. back to you. lori: the race is on. eliot spitzer is on the ballot. he only needed 3750 signatures the 27,000 people are endorsing him. they could start collecting in june but he only announced he was running sundays though compare that to his opponent of 100,000 that is not so bad. the pr
guidance is going to be bad because the u.s. economy is in great shape. it almost looks like europe is sort of stablizing. and i think with input costs being very modest i think we might see companies continue to have pretty good profitability. so i'm not looking for profit margins to come down. i think we may have seen the correction of the year with the little taking off of leverage. i don't think we'll see too much of a downdraft over the rest of the year actually. ashley: how concerned are you about this strong dollar? it must certainly hurt companies that rely on exports. is the strong dollar good or bad overall do you think, margie? >> we may see some companies hurt when they translate their earnings into u.s. dollars but that is a transitory factor. i think what is more important it's going to help consumers because as the dollar goes up, that helps their buying power to be a little better. also i think it is why treasury rates will be really in a trading range to not go much higher. if the dollar goes up for a foreign investor they get not only currency play and appreciating dollar
Search Results 0 to 9 of about 10